Directory
>
Mark R Waltersheide
Mark R Waltersheide
Trust Investment Officer | Wells Fargo Advisors
Ohio, Dayton, United States
Mark R Waltersheide
Summary
Mark R Waltersheide is a seasoned investment professional with extensive experience in the financial services industry. As the First Vice President and Investment Officer at Wells Fargo Advisors, he has cultivated a deep understanding of investment strategies and client management. His previous role at Morgan Stanley as Vice President further solidified his expertise in navigating complex financial landscapes. Mark holds a Bachelor's degree in Finance and Financial Management Services from Wright State University, showcasing his academic foundation in finance. He has a knack for adapting to regulatory environments, particularly in insurance and government sectors. With over a decade of experience, he is well-versed in both corporate and investment advisory roles. His leadership in investment services positions him as a trusted advisor in the financial community. Mark's commitment to client success and investment prudence is evident in his professional journey. He is dedicated to staying ahead of market trends and regulatory changes that impact investment strategies.
Mark R Waltersheide
Work Experience
Trust Investment Officer at
Peoples Savings Bank of Troy
July 1995 - October 2003
Financial Consultant at
A. G. Edwards
October 2003 - February 2008
Vice President, Investment Officer at
Morgan Stanley
February 2008 - November 2013
First Vice President-Investment Officer at
Wells Fargo Advisors
November 2013 - Present
Mark R Waltersheide
Education
Wright State University, Bachelor's degree, Finance and Financial Management Services
Frequently Asked Questions about Mark R Waltersheide
What is Mark R Waltersheide email address?
Mark R Waltersheide's primary email address is *****************@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Mark R Waltersheide work for?
Mark R Waltersheide is a Trust Investment Officer at Wells Fargo Advisors.
Where Mark R Waltersheide graduated from?
Mark R Waltersheide holds a degree in null from Wright State University.
How can I directly contact Mark R Waltersheide?
To contact Mark R Waltersheide directly, you can use the email address *****************@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.
Who is Mark R Waltersheide?
Mark R Waltersheide is a seasoned investment professional with extensive experience in the financial services industry. As the First Vice President and Investment Officer at Wells Fargo Advisors, he has cultivated a deep understanding of investment strategies and client management. His previous role at Morgan Stanley as Vice President further solidified his expertise in navigating complex financial landscapes. Mark holds a Bachelor's degree in Finance and Financial Management Services from Wright State University, showcasing his academic foundation in finance. He has a knack for adapting to regulatory environments, particularly in insurance and government sectors. With over a decade of experience, he is well-versed in both corporate and investment advisory roles. His leadership in investment services positions him as a trusted advisor in the financial community. Mark's commitment to client success and investment prudence is evident in his professional journey. He is dedicated to staying ahead of market trends and regulatory changes that impact investment strategies.
Mark`s contact details
*****************@wellsfargoadvisors.com
Colleagues
First Vice President
Senior Financial Consultant
Sales Representative
Registered Sales Assistant
Registered Representative, District Manager
Senior Vice-President
Financial Advisor
Financial Advisor, Managing Director-Investments
Vice Presidents, Investments
District Director/Senior Vice President